Kelly Financial Services’s Invesco Dividend Achievers ETF PFM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-305
| Closed | -$13K | – | 819 |
|
|
2024
Q1 | $13K | Sell |
305
-363
| -54% | -$15.5K | 0.01% | 385 |
|
|
2023
Q4 | $26.7K | Buy |
668
+3
| +0.5% | +$120 | 0.01% | 268 |
|
|
2023
Q3 | $24.3K | Buy |
665
+3
| +0.5% | +$110 | 0.01% | 261 |
|
|
2023
Q2 | $25.3K | Sell |
662
-172
| -21% | -$6.57K | 0.01% | 266 |
|
|
2023
Q1 | $30.5K | Buy |
+834
| New | +$30.5K | 0.02% | 231 |
|